


The Burgess Group - Financial Services Email Formats
Insurance • Salt Lake City, Utah, United States • 11-20 Employees
The Burgess Group - Financial Services Email Formats
The Burgess Group - Financial Services uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@tbgroup.org), used 63.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tbgroup.org | 63.2% |
{first name}{last name} | johndoe@tbgroup.org | 26.3% |
{first name} | john@tbgroup.org | 10.5% |
Key Contacts at The Burgess Group - Financial Services
Todd Reid
Chief Executive Officer
Steven Burgess
Founder & Executive Chairman
Meredith Yeung
Director Of Financing
Company overview
| Headquarters | 103 E Social Hall, Salt Lake City, UT 84111, US |
| Phone number | +18013231151 |
| Website | |
| NAICS | 52 |
| SIC | 631 |
| Founded | 1999 |
| Employees | 11-20 |
| Socials |
About The Burgess Group - Financial Services
The Burgess Group (TBG) specializes in wealth creation. To do so, TBG uses specialized life insurance premium finance structures. These transactions allow high net worth individuals from around the world to finance large amounts of life insurance, funding and securing the loan primarily through the policy itself. These structures are of particular value in charitable, business and/or estate planning, providing a source of capital without interrupting the cash flow of the client's investment portfolio. TBG has experts in estate planning, product development, banking, estate law, operations and IT, all with unique backgrounds in the premium finance arena. TBG has developed a range of products around financed life insurance as well as patented financial innovations that distinguish it from competitors.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Burgess Group - Financial Services has 8 employees across 6 departments.
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Number of employees
Funding Data
The Burgess Group - Financial Services has never raised funding before.
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